McClarren Financial Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,779
| Closed | -$141K | – | 253 |
|
|
2025
Q1 | $141K | Buy |
+1,779
| New | +$141K | 0.09% | 82 |
|
|
2024
Q1 | – | Sell |
-1,669
| Closed | -$115K | – | 416 |
|
|
2023
Q4 | $115K | Buy |
1,669
+8
| +0.5% | +$551 | 0.09% | 100 |
|
|
2023
Q3 | $91K | Buy |
1,661
+7
| +0.4% | +$384 | 0.08% | 107 |
|
|
2023
Q2 | $93K | Buy |
1,654
+7
| +0.4% | +$394 | 0.08% | 109 |
|
|
2023
Q1 | $86K | Buy |
1,647
+5
| +0.3% | +$261 | 0.08% | 109 |
|
|
2022
Q4 | $136K | Buy |
+1,642
| New | +$136K | 0.13% | 86 |
|